Mount Yale Investment Advisors’s Watts Water Technologies WTS Stock Holding History

Mount Yale Investment Advisors’s Portfolio WTS Stock Details WTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$243K	Buy	+838	New	+$255K	0.01%	981
2025 Q3	–	Sell	-1,531	Closed	-$376K	–	1620
2025 Q2	$376K	Buy	1,531 +319	+26%	+$71.8K	0.03%	405
2025 Q1	$247K	Sell	1,212 -2,278	-65%	-$478K	0.02%	479
2024 Q4	$710K	Sell	3,490 -13	-0.4%	-$2.7K	0.06%	272
2024 Q3	$726K	Sell	3,503 -209	-6%	-$40.4K	0.07%	260
2024 Q2	$681K	Sell	3,712 -139	-4%	-$27.9K	0.05%	280
2024 Q1	$819K	Sell	3,851 -144	-4%	-$29.2K	0.06%	262
2023 Q4	$832K	Buy	+3,995	New	+$754K	0.08%	229

Other funds holding WTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's WTS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Watts Water Technologies (WTS) in Q1 2026: 838 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WTS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in WTS in Q4 2023 and has held it in 8 quarters since. The position peaked at $832K in Q4 2023. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

Mount Yale Investment Advisors held 838 shares of Watts Water Technologies worth $243K as of Q1 2026.
Watts Water Technologies was a new Mount Yale Investment Advisors position in Q1 2026.
Watts Water Technologies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #981 holding.
Mount Yale Investment Advisors first reported a position in Watts Water Technologies in Q4 2023 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Watts Water Technologies position peaked at $832K in Q4 2023.
516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.